MIGIX vs. PRDGX
Compare and contrast key facts about Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
MIGIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Performance
MIGIX vs. PRDGX - Performance Comparison
Loading graphics...
MIGIX vs. PRDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIGIX Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio | -16.87% | 16.07% | 48.18% | 50.84% | -57.66% | -13.31% | 95.07% | 34.53% | -5.73% | 41.70% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -2.47% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
Returns By Period
In the year-to-date period, MIGIX achieves a -16.87% return, which is significantly lower than PRDGX's -2.47% return. Over the past 10 years, MIGIX has underperformed PRDGX with an annualized return of 11.28%, while PRDGX has yielded a comparatively higher 12.09% annualized return.
MIGIX
- 1D
- -0.66%
- 1M
- -7.51%
- YTD
- -16.87%
- 6M
- -25.46%
- 1Y
- 6.45%
- 3Y*
- 21.36%
- 5Y*
- -3.62%
- 10Y*
- 11.28%
PRDGX
- 1D
- 0.03%
- 1M
- -7.31%
- YTD
- -2.47%
- 6M
- -0.01%
- 1Y
- 9.42%
- 3Y*
- 12.29%
- 5Y*
- 9.25%
- 10Y*
- 12.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MIGIX vs. PRDGX - Expense Ratio Comparison
MIGIX has a 1.00% expense ratio, which is higher than PRDGX's 0.62% expense ratio.
Return for Risk
MIGIX vs. PRDGX — Risk / Return Rank
MIGIX
PRDGX
MIGIX vs. PRDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MIGIX | PRDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.71 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.08 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.80 | -0.76 |
Martin ratioReturn relative to average drawdown | 0.09 | 3.83 | -3.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MIGIX | PRDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.71 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.66 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.76 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.65 | -0.32 |
Correlation
The correlation between MIGIX and PRDGX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MIGIX vs. PRDGX - Dividend Comparison
MIGIX has not paid dividends to shareholders, while PRDGX's dividend yield for the trailing twelve months is around 8.30%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIGIX Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio | 0.00% | 0.00% | 1.34% | 0.00% | 0.10% | 56.85% | 3.48% | 4.37% | 4.58% | 11.22% | 2.16% | 7.15% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.30% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Drawdowns
MIGIX vs. PRDGX - Drawdown Comparison
The maximum MIGIX drawdown since its inception was -73.54%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for MIGIX and PRDGX.
Loading graphics...
Drawdown Indicators
| MIGIX | PRDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.54% | -49.79% | -23.75% |
Max Drawdown (1Y)Largest decline over 1 year | -28.44% | -11.28% | -17.16% |
Max Drawdown (5Y)Largest decline over 5 years | -73.54% | -19.31% | -54.23% |
Max Drawdown (10Y)Largest decline over 10 years | -73.54% | -33.18% | -40.36% |
Current DrawdownCurrent decline from peak | -40.80% | -7.32% | -33.48% |
Average DrawdownAverage peak-to-trough decline | -17.84% | -5.44% | -12.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.22% | 2.34% | +8.88% |
Volatility
MIGIX vs. PRDGX - Volatility Comparison
Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) has a higher volatility of 8.59% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 3.43%. This indicates that MIGIX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MIGIX | PRDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 3.43% | +5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 22.31% | 7.35% | +14.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.78% | 15.00% | +18.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.49% | 14.05% | +36.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.97% | 15.86% | +23.11% |